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Golden Green Inc. Has $636,000 Position in Costco Wholesale Co. (NASDAQ:COST)
Golden Green Inc. lessened its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 57.3% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 1,104 shares of the retailer’s... More of this article »
AE Wealth Management LLC Acquires 12,570 Shares of Tesla, Inc. (NASDAQ:TSLA)
AE Wealth Management LLC lifted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 23.5% in the first quarter, according to its most recent filing with the SEC. The firm owned 65,948 shares of the electric vehicle... More of this article »
AT&T Inc. (NYSE:T) Position Reduced by Professional Advisory Services Inc.
Professional Advisory Services Inc. reduced its position in AT&T Inc. (NYSE:T – Get Rating) by 10.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
SkyOak Wealth LLC Acquires 2,746 Shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)
SkyOak Wealth LLC raised its holdings in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR – Get Rating) by 6.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
PDS Planning Inc Reduces Position in CVS Health Co. (NYSE:CVS)
PDS Planning Inc lessened its holdings in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 26.5% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) Holdings Trimmed by Central Bank & Trust Co.
Central Bank & Trust Co. lowered its position in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR – Get Rating) by 1.9% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Colton Groome Financial Advisors LLC Increases Stock Holdings in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)
Colton Groome Financial Advisors LLC increased its holdings in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR – Get Rating) by 1,396.9% in the first quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Shares Acquired by Everhart Financial Group Inc.
Everhart Financial Group Inc. boosted its position in shares of Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 19.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
FirstPurpose Wealth LLC Boosts Holdings in Mastercard Incorporated (NYSE:MA)
FirstPurpose Wealth LLC boosted its position in shares of Mastercard Incorporated (NYSE:MA – Get Rating) by 10.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Everhart Financial Group Inc. Acquires 778 Shares of McDonald’s Co. (NYSE:MCD)
Everhart Financial Group Inc. grew its position in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 47.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Emerson Electric Co. (NYSE:EMR) Shares Acquired by Buttonwood Financial Advisors Inc.
Buttonwood Financial Advisors Inc. increased its stake in Emerson Electric Co. (NYSE:EMR – Get Rating) by 15.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Upper Left Wealth Management LLC Buys 130 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)
Upper Left Wealth Management LLC raised its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Get Rating) by 4.1% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 3,299 shares of the exchange... More of this article »
City Holding Co. Has $836,000 Stake in Costco Wholesale Co. (NASDAQ:COST)
City Holding Co. grew its stake in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 102.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,451... More of this article »
iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Colton Groome Financial Advisors LLC
Colton Groome Financial Advisors LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 6.7% during the first quarter, according to its most recent disclosure with the Securities... More of this article »
Invesco QQQ Trust (NASDAQ:QQQ) Shares Bought by Colton Groome Financial Advisors LLC
Colton Groome Financial Advisors LLC boosted its holdings in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 2.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
The Coca-Cola Company (NYSE:KO) Holdings Boosted by AE Wealth Management LLC
AE Wealth Management LLC grew its position in shares of The Coca-Cola Company (NYSE:KO – Get Rating) by 11.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Annex Advisory Services LLC Raises Position in United Parcel Service, Inc. (NYSE:UPS)
Annex Advisory Services LLC grew its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Get Rating) by 2.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Vanguard Mid-Cap ETF (NYSEARCA:VO) is TL Private Wealth’s 3rd Largest Position
TL Private Wealth lifted its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 5.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
2,194 Shares in Advanced Micro Devices, Inc. (NASDAQ:AMD) Purchased by Ballast Inc.
Ballast Inc. purchased a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Get Rating) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
West Financial Advisors LLC Boosts Stock Position in iShares National Muni Bond ETF (NYSEARCA:MUB)
West Financial Advisors LLC boosted its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) by 0.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Innova Wealth Partners Trims Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)
Innova Wealth Partners decreased its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) by 1.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Harrison & Co Wealth Management LLC Makes New Investment in Amgen Inc. (NASDAQ:AMGN)
Harrison & Co Wealth Management LLC bought a new position in shares of Amgen Inc. (NASDAQ:AMGN – Get Rating) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
4,991 Shares in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) Bought by Aldebaran Financial Inc.
Aldebaran Financial Inc. bought a new stake in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR – Get Rating) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Vanguard Health Care ETF (NYSEARCA:VHT) is Ballast Inc.’s 9th Largest Position
Ballast Inc. lifted its position in Vanguard Health Care ETF (NYSEARCA:VHT – Get Rating) by 4.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
West Financial Advisors LLC Sells 52,520 Shares of Vanguard Value ETF (NYSEARCA:VTV)
West Financial Advisors LLC cut its position in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 96.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Buttonwood Financial Advisors Inc. Grows Holdings in S&P Global Inc. (NYSE:SPGI)
Buttonwood Financial Advisors Inc. grew its stake in S&P Global Inc. (NYSE:SPGI – Get Rating) by 62.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Insight Folios Inc Grows Stock Holdings in Walmart Inc. (NYSE:WMT)
Insight Folios Inc lifted its position in Walmart Inc. (NYSE:WMT – Get Rating) by 14.6% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
Everhart Financial Group Inc. Acquires 3,147 Shares of The Coca-Cola Company (NYSE:KO)
Everhart Financial Group Inc. lifted its position in shares of The Coca-Cola Company (NYSE:KO – Get Rating) by 59.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
2,280 Shares in Raytheon Technologies Co. (NYSE:RTX) Bought by Buttonwood Financial Advisors Inc.
Buttonwood Financial Advisors Inc. purchased a new position in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
West Financial Advisors LLC Increases Holdings in Lowe’s Companies, Inc. (NYSE:LOW)
West Financial Advisors LLC raised its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Get Rating) by 67.3% in the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Spire Wealth Management
Spire Wealth Management decreased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 24.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
IFM Investors Pty Ltd Purchases 22,810 Shares of MetLife, Inc. (NYSE:MET)
IFM Investors Pty Ltd increased its holdings in shares of MetLife, Inc. (NYSE:MET – Get Rating) by 22.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 126,062 shares of the financial... More of this article »
Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Sold by Marks Wealth LLC
Marks Wealth LLC cut its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 61.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Everhart Financial Group Inc. Sells 695 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
Everhart Financial Group Inc. lowered its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) by 1.2% during the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Curbstone Financial Management Corp Decreases Stock Position in Vanguard Total World Stock ETF (NYSEARCA:VT)
Curbstone Financial Management Corp lessened its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Get Rating) by 10.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Bristol-Myers Squibb (NYSE:BMY) Shares Purchased by Curbstone Financial Management Corp
Curbstone Financial Management Corp boosted its holdings in Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 0.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Peterson Wealth Services Increases Stake in Darden Restaurants, Inc. (NYSE:DRI)
Peterson Wealth Services lifted its stake in shares of Darden Restaurants, Inc. (NYSE:DRI – Get Rating) by 119.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Peterson Wealth Services Raises Stock Holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)
Peterson Wealth Services grew its stake in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Get Rating) by 29.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Rothschild Investment Corp IL Sells 145 Shares of The PNC Financial Services Group, Inc. (NYSE:PNC)
Rothschild Investment Corp IL lessened its holdings in The PNC Financial Services Group, Inc. (NYSE:PNC – Get Rating) by 2.6% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
General Electric (NYSE:GE) Stock Holdings Increased by Northwest Investment Counselors LLC
Northwest Investment Counselors LLC raised its holdings in shares of General Electric (NYSE:GE – Get Rating) by 15.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
NIKE, Inc. (NYSE:NKE) Shares Acquired by West Financial Advisors LLC
West Financial Advisors LLC increased its holdings in shares of NIKE, Inc. (NYSE:NKE – Get Rating) by 29.0% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
NorthCrest Asset Manangement LLC Lowers Position in Starbucks Co. (NASDAQ:SBUX)
NorthCrest Asset Manangement LLC cut its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Get Rating) by 12.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Spire Wealth Management Sells 125,622 Shares of Starbucks Co. (NASDAQ:SBUX)
Spire Wealth Management trimmed its stake in Starbucks Co. (NASDAQ:SBUX – Get Rating) by 70.2% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 53,313 shares of... More of this article »
PDS Planning Inc Acquires 432 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
PDS Planning Inc lifted its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) by 56.7% in the first quarter, according to its most recent filing with the SEC. The firm owned 1,194 shares of the... More of this article »
Bridge Advisory LLC Sells 1,154 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Bridge Advisory LLC lessened its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Get Rating) by 27.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Innova Wealth Partners Raises Stock Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
Innova Wealth Partners boosted its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Get Rating) by 1.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Bridge Advisory LLC Cuts Stake in Vanguard Real Estate ETF (NYSEARCA:VNQ)
Bridge Advisory LLC cut its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 11.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Upper Left Wealth Management LLC Grows Stock Position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)
Upper Left Wealth Management LLC raised its stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Get Rating) by 1.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »